See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,096 | $100,852-74.1% | $90,404-71.1% | $158,922-83.6% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 1.10% | 1724.20%-1723.1pp | 1293.02%-1291.9pp | 302.83%-301.7pp |
| Employer contribution / active EE | $358 | $3,689-90.3% | $3,262-89.0% | $4,761-92.5% |
| Participant deferral / active EE | $1,739 | $4,348-60.0% | $3,963-56.1% | $5,982-70.9% |
| Admin fee / account holder | $11 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |